DJCO Daily Journal Corp. (S.C.) - Common Stock
$601,60
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 12, 2026
Rango 52S
$349–$675
78% of range
Calificación del Analista
—
Precio Objetivo
—
P/E (TTM)
5.6
ROE
30.9%
Margen de Beneficio Neto
127.9%
Acerca de Daily Journal Corp. (S.C.) - Common Stock Descripción general de la empresa de Wikipedia
Daily Journal Corporation es una editorial estadounidense y una empresa de tecnología con sede en Los Ángeles, California. La compañía tiene oficinas en Corona, Oakland, Riverside, Sacramento, San Diego, San Francisco, San José y Santa Ana en California, y en Denver, Colorado; Logan, Utah; Phoenix, Arizona y Melbourne, Australia.
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Daily Journal Corporation es una editorial estadounidense y una empresa de tecnología con sede en Los Ángeles, California. La compañía tiene oficinas en Corona, Oakland, Riverside, Sacramento, San Diego, San Francisco, San José y Santa Ana en California, y en Denver, Colorado; Logan, Utah; Phoenix, Arizona y Melbourne, Australia.
Gobernanza
The Daily Journal Corporation cotiza en bolsa desde 1987 en el NASDAQ bajo DJCO. Su presidente es Charles T. Munger, quien también es vicepresidente de Berkshire Hathaway. J.P. Guerin fue vicepresidente del Daily Journal Corporation hasta su fallecimiento, en 2020. Gerald L. Salzman es director ejecutivo y presidente.
Negocio editorial
El periódico original, The Daily Court Journal (Los Ángeles), comenzó a publicarse en 1888. Charles T. Munger compró el periódico en 1977 y, mediante una serie de adquisiciones y crecimiento orgánico, lo incorporó a un grupo de periódicos y sitios web que brindan información sobre la industria legal, inmobiliaria y del comercio en general. La compañía ahora publica 10 periódicos en California y Arizona. Sus publicaciones más importantes son Los Angeles Daily Journal y San Francisco Daily Journal. Los periódicos de The Daily Journal han ganado numerosos premios por su periodismo, y el Los Angeles Press Club en 2003 señaló que Los Angeles Daily Journal era "el periódico más galardonado de Los Ángeles con la única excepción del Los Angeles Times".
Periódicos
Business Journal (Riverside, California)
Daily Commerce (Los Ángeles, California)
The Daily Recorder (Sacramento, California)
The Daily Transcript (San Diego, California)
The Inter-City Express (Oakland, California)
Los Angeles Daily Journal (Los Ángeles, California)
Orange County Reporter (Santa Ana, California)
San Francisco Daily Journal (San Francisco, California)
San Jose Post-Record (San José, California)
The Record Reporter (Phoenix, Arizona)
Online
California Lawyer (San Francisco, California)
Representante de publicidad y periódicos
Las publicaciones del Daily Journal llevan publicidad comercial y la mayoría también contienen publicidad de aviso público. La publicidad comercial consiste en publicidad gráfica y clasificada y el mercado de publicidad de empleo. La publicidad de avisos públicos consiste en muchos tipos de avisos legales que la ley exige que se publiquen en un periódico adjudicado de circulación general, incluidos avisos de defunción, nombres comerciales ficticios, avisos de venta fiduciaria y avisos de audiencias gubernamentales. Los principales tipos de anunciantes de avisos públicos son empresas y fideicomisarios relacionados con bienes raíces, agencias gubernamentales, abogados y empresas o personas que presentan declaraciones de nombres comerciales ficticios.
Oficina de Servicios de Periódicos de California
"CNSB", una división de la empresa, es un representante de periódicos de todo el estado que se especializa desde 1934 en anuncios publicitarios. La CNSB coloca avisos públicos y otras formas de publicidad en periódicos adjudicados de circulación general, la mayoría de los cuales no son propiedad de The Daily Journal.
Negocio tecnológico
Journal Technologies, Inc. es una subsidiaria de propiedad total de la Compañía. Consiste en las operaciones combinadas de Sustain Technologies, Inc., establecida a mediados de la década de 1980 y adquirida por Daily Journal Corporation en 1999; New Dawn Technologies, Inc., adquirida en 2012; e ISD Technologies, Inc., adquirida en 2013.
Journal Technologies fabrica software para tribunales de primera instancia y de apelación y agencias relacionadas con los sistemas judiciales, incluidas las agencias fiscales, los defensores públicos, los departamentos de libertad condicional y las oficinas de instrucción en todo Estados Unidos, Canadá y Australia.
Journal Technologies se ha distinguido en el mercado con un sistema de gestión de casos basado en navegador que es un motor de procesamiento empresarial altamente configurable que es la pieza central para la gestión de documentos y archivos electrónicos.
== Referencias ==
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
DJCO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$601.60
Capitalización Bursátil
$829M
P/E (TTM)
5.6
BPA (TTM)
$81.41
Ingresos (TTM)
$88M
Rendimiento div.
—
ROE
30.9%
Deuda/Capital
—
Rango 52S
$349 – $675
DJCO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$88M
2022-09-30
→
2025-09-30
BPA
$81.41
2024-09-30
→
2025-09-30
Flujo de caja libre
$13M
2022-09-30
→
2025-09-30
Márgenes
127.9%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
DJCO
Mediana de Pares
P/E (TTM)
5.6
69.0
P/S (TTM) (P/V (TTM))
9.4
2.4
P/B (P/C)
2.1
3.2
Price / FCF (Precio / FCF)
62.2
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
DJCO
Mediana de Pares
Operating Margin (Margen Operativo)
10.9%
—
Net Profit Margin (Margen de Beneficio Neto)
127.9%
2.4%
ROA
23.6%
2.4%
ROE
30.9%
4.4%
ROIC
1.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
DJCO
Mediana de Pares
Current Ratio (Ratio corriente)
13.9
1.9
Quick Ratio (Ratio Rápido)
13.8
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
DJCO
Mediana de Pares
Revenue YoY (Ingresos interanuales)
25.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
17.5%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.9%
—
EPS YoY (EPS interanual)
43.5%
—
Net Income YoY (Beneficio Neto interanual)
43.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
DJCO
Mediana de Pares
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de septiembre de 2026 | $-7.90 | — | — |
| 30 de junio de 2026 | $-7.90 | — | — |
| 31 de diciembre de 2025 | $30.61 | — | — |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | — |
| PD | $897M | 5.7 | 5.4% | 35.2% | 79.8% | 85.0% |
| ALOY | — | — | -5.3% | -182.1% | -95.8% | 48.0% |
| DSP | — | 33.4 | 19.0% | 2.4% | 12.3% | — |
| MITK | $446M | 51.4 | 4.4% | 4.9% | 3.8% | — |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| CCSI | $414M | 5.0 | -0.20% | 24.2% | -1330.5% | 79.8% |
| SPT | — | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| ABTC | — | -10.0 | 158.8% | -82.7% | -30.5% | — |
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $88M | $70M | $68M | $54M | $50M | $50M | $49M | $41M | $41M | $42M | $44M | $43M | |
| Operating Expenses | $78M | $66M | $61M | $52M | $48M | $51M | $67M | $55M | $55M | $48M | $47M | $46M | |
| Operating Income | $10M | $4M | $7M | $2M | $2M | $-1M | $-18M | $-14M | $-13M | $-7M | $-4M | $-2M | |
| Other Non-op | · | · | · | · | $69.0K | $3.0K | $38.0K | $37.0K | $34.0K | $61.0K | $65.0K | $97.0K | |
| Pretax Income | $150M | $104M | $28M | $-103M | $153M | $4M | $-31M | $-11M | $-8M | $-3M | $-310.0K | $141.0K | |
| Income Tax | $38M | $26M | $7M | $-27M | $40M | $185.0K | $-6M | $-20M | $-7M | $-2M | $-1M | $-490.0K | |
| Net Income | $112M | $78M | $21M | $-21M | $113M | $4M | $-25M | $8M | $-918.0K | $-1M | $810.0K | $631.0K | |
| EPS (Basic) | $81.41 | $56.73 | $15.58 | $-54.81 | $81.77 | · | · | · | · | · | · | · | |
| EPS (Diluted) | $81.41 | $56.73 | · | · | · | · | · | · | · | · | · | · | |
| Shares (Basic) | 1,377,426 | 1,377,026 | 1,377,026 | 1,379,655 | 1,380,746 | · | · | · | · | · | · | · | |
| Shares (Diluted) | 1,377,503 | 1,377,026 | · | · | · | · | · | · | · | · | · | · | |
| EBITDA | $10M | $4M | $7M | $2M | $3M | $-759.0K | $-18M | $-10M | $-8M | $-931.0K | $-3M | $650.0K |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $21M | $13M | $21M | $13M | $13M | $27M | $9M | $9M | $3M | $11M | $16M | $15M | |
| Short-term Investments | $493M | $359M | $303M | $276M | $348M | $179M | $195M | $212M | $229M | · | · | · | |
| Receivables | $21M | $19M | $19M | $17M | $10M | $7M | $7M | $5M | $5M | $5M | $6M | $9M | |
| Inventory | · | $15.0K | $72.0K | $56.0K | $43.0K | $36.0K | $40.0K | $46.0K | $40.0K | $41.0K | $48.0K | $51.0K | |
| Prepaid Expense | $959.0K | $660.0K | $380.0K | $451.0K | $557.0K | $613.0K | $508.0K | $512.0K | $798.0K | $800.0K | $684.0K | · | |
| Current Assets | $538M | $394M | $345M | $309M | $372M | $216M | $213M | $227M | $240M | $184M | $189M | $201M | |
| PP&E (Net) | $9M | $9M | $9M | $10M | $10M | $10M | $11M | $11M | $12M | $12M | $9M | $9M | |
| PP&E (Gross) | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $21M | $21M | $21M | $17M | $18M | |
| Accum. Depreciation | $11M | $11M | $10M | $10M | $10M | $9M | $10M | $10M | $9M | $9M | $8M | $9M | |
| Goodwill | · | · | · | · | · | · | · | $13M | $13M | $13M | $13M | $13M | |
| Intangibles | · | · | · | · | · | · | · | · | $3M | $8M | $13M | $18M | |
| Total Assets | $548M | $404M | $355M | $319M | $383M | $239M | $237M | $264M | $281M | $225M | $228M | $244M | |
| Accounts Payable | $7M | $6M | $7M | $5M | $4M | $4M | $5M | $3M | $3M | $3M | $4M | $4M | |
| Accrued Liabilities | $13M | $9M | $9M | $7M | $6M | $5M | $5M | $4M | $3M | $3M | $3M | $3M | |
| Current Liabilities | $39M | $38M | $42M | $34M | $34M | $28M | $31M | $27M | $24M | $65M | $66M | $73M | |
| Capital Leases | · | $37.0K | $44.0K | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $37M | $42M | $65M | · | · | · | |
| Total Liabilities | $157M | $125M | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | $47.0K | · | |
| Common Stock | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | |
| Paid-in Capital | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $389M | $277M | $199M | $177M | $253M | $140M | $136M | $45M | $57M | $58M | $59M | $58M | |
| AOCI | $0 | · | · | · | · | · | · | $116M | $101M | $66M | $68M | $76M | |
| Stockholders' Equity | $391M | $279M | $200M | $179M | $255M | $142M | $138M | $163M | $160M | $125M | $129M | $136M | |
| Liabilities + Equity | $548M | $404M | $355M | $319M | $383M | $239M | $237M | $264M | $281M | $225M | $228M | $244M | |
| Shares Outstanding | 1,377,426 | 1,805,053 | · | 1,377,026 | · | · | · | · | · | · | · | · |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $257.0K | $267.0K | $279.0K | $379.0K | $480.0K | $524.0K | $589.0K | $4M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $140.0K | $202.0K | · | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $35M | $22M | $5M | $-31M | $32M | $590.0K | $-6M | $-19M | $-5M | $-2M | $-1M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $3M | $5M | $5M | $5M | $5M | |
| Other Non-cash | $-134M | $-101M | $-12M | $101M | $-142M | $-3M | $33M | $5M | $-3M | $-2M | $8M | $5M | |
| Operating Cash Flow | $13M | $-89.0K | $15M | $-5M | $3M | $2M | $2M | $-2M | $-3M | $1M | $8M | $5M | |
| CapEx | $8.0K | $49.0K | $86.0K | $36.0K | $29.0K | $184.0K | $165.0K | $212.0K | $253.0K | $4M | $565.0K | $435.0K | |
| Investing Cash Flow | $-8.0K | $41M | $-7M | $-37M | $-20M | $16M | $-165.0K | $8M | $-5M | $-8M | $-8M | · | |
| Financing Cash Flow | $-6M | $-48M | $-153.0K | $43M | $2M | $-126.0K | $-121.0K | $-115.0K | $-110.0K | $2M | · | · | |
| Net Change in Cash | $8M | $-7M | $8M | $829.0K | $-14M | $18M | $1M | $6M | $-8M | $-4M | $207.0K | $4M | |
| Taxes Paid | $2M | $5M | $806.0K | $11M | $2M | $-47.0K | $-121.0K | $-1M | $-3.0K | $-13.0K | $-959.0K | $28.0K | |
| Free Cash Flow | $13M | $-138.0K | $15M | $-5M | $3M | $2M | $1M | $-2M | $-3M | $-3M | $7M | $4M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 5.8% | 9.8% | 3.7% | 4.4% | -2.6% | -37.5% | -34.5% | -31.8% | -16.0% | -8.0% | · | |
| Net Margin | 127.9% | 111.7% | 31.7% | -140.0% | 228.6% | 8.1% | -51.8% | 20.2% | -2.2% | -2.5% | 1.8% | · | |
| Pretax Margin | 171.1% | 149.1% | 41.5% | -189.9% | 309.9% | 8.5% | -64.7% | -27.9% | -19.5% | -7.2% | -0.70% | · | |
| EBITDA Margin | 11.2% | 6.2% | 10.2% | 4.4% | 5.3% | -1.5% | -36.2% | -25.5% | -18.3% | -2.2% | -6.6% | · | |
| ROA | 23.6% | 20.2% | 5.9% | -21.5% | 28.9% | 1.8% | -10.3% | 3.1% | -0.34% | -0.47% | 0.34% | 0.26% | |
| ROE | 30.9% | 29.4% | 10.5% | -37.5% | 44.2% | 3.2% | -17.5% | 5.1% | -0.64% | -0.82% | 0.61% | 0.51% | |
| ROIC | 1.8% | 1.1% | 2.5% | 0.82% | 0.62% | -0.87% | -10.6% | 6.2% | -0.94% | -1.9% | 7.1% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 13.9 | 10.3 | 8.2 | 9.2 | 10.9 | 7.7 | 6.9 | 8.3 | 2.7 | 2.8 | 2.9 | 2.7 | |
| Quick Ratio | 13.8 | 10.2 | 8.1 | 9.1 | 10.9 | 7.6 | 6.9 | 8.3 | 0.1 | 0.2 | 0.3 | 0.3 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | |
| Receivables Turnover | 4.4 | 3.7 | 3.8 | 4.1 | 6.1 | 7.3 | 8.2 | 8.0 | 8.2 | 8.0 | 6.2 | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.4% | 3.3% | 25.4% | 8.2% | -0.03% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.5% | 11.9% | 10.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 43.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 43.6% | 264.1% | · | · | 2693.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -11.6% | 74.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 94.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $88M | $70M | $68M | $54M | $50M | $50M | $49M | $41M | $41M | $42M | $44M | $43M | |
| Net Income TTM | $112M | $78M | $21M | $-21M | $113M | $4M | $-25M | $8M | $-918.0K | $-1M | $810.0K | $631.0K | |
| Market Cap | $840M | · | · | $353M | · | · | · | · | · | · | · | · | |
| P/E | 5.7 | 8.6 | · | · | · | · | · | · | · | · | · | · | |
| P/S | 9.6 | · | · | 6.5 | · | · | · | · | · | · | · | · | |
| P/B | 2.1 | · | · | 2.0 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 2.1 | · | · | 2.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 63.0 | · | · | -67.1 | · | · | · | · | · | · | · | · | |
| P / FCF | 63.0 | · | · | -66.7 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 17.5% | 11.6% | · | · | · | · | · | · | · | · | · | · |
Estado de resultados 12
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27M | $23M | $20M | $28M | $23M | $18M | $18M | $20M | $17M | $17M | $16M | $22M | $18M | $16M | $12M | $13M | |
| Operating Expenses | $22M | $20M | $19M | $24M | $20M | $17M | $17M | $18M | $16M | $16M | $15M | $18M | $15M | $15M | $13M | $15M | |
| Operating Income | $5M | $3M | $477.0K | $5M | $3M | $963.0K | $742.0K | $2M | $1M | $633.0K | $623.0K | $3M | $2M | $2M | $-716.0K | $-2M | |
| Other Non-op | $24.0K | $86.0K | $9.0K | · | $2.0K | $97.0K | $-9.0K | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $-16M | $-47M | $-10M | $56M | $18M | $61M | $15M | $36M | $32M | $21M | $16M | $-9M | $382.0K | $13M | $24M | $-14M | |
| Income Tax | $-5M | $-12M | $-2M | $14M | $4M | $17M | $4M | $9M | $8M | $5M | $3M | $-3M | $-295.0K | $4M | $6M | $-4M | |
| Net Income | $-11M | $-35M | $-8M | $42M | $14M | $45M | $11M | $27M | $23M | $15M | $13M | $-6M | $677.0K | $9M | $18M | $-10M | |
| EPS (Basic) | $-7.90 | $-25.14 | $-5.79 | $30.60 | $10.47 | $32.43 | $7.91 | $19.42 | $16.96 | $11.19 | $9.16 | $-4.71 | $0.49 | $6.85 | $12.95 | $-7.15 | |
| EPS (Diluted) | $-7.90 | $-25.14 | $-5.79 | $30.60 | $10.47 | $32.43 | $7.91 | · | · | · | · | · | · | · | · | · | |
| Shares (Basic) | 1,377,732 | 1,377,722 | 1,377,722 | -2,754,278 | 1,377,426 | 1,377,426 | 1,376,852 | -2,754,052 | 1,377,026 | 1,377,026 | 1,377,026 | -2,754,052 | 1,377,026 | 1,377,026 | 1,377,026 | 1,380,133 | |
| Shares (Diluted) | 1,377,732 | 1,377,722 | 1,377,722 | -2,754,201 | 1,377,426 | 1,377,426 | 1,376,852 | · | · | · | · | · | · | · | · | · | |
| EBITDA | $5M | $3M | $537.0K | · | $3M | $963.0K | $809.0K | · | $1M | $633.0K | $689.0K | · | $2M | $2M | $-641.0K | $-2M |
Balance general 22
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $31M | $21M | $17M | $21M | $19M | $12M | $15M | $13M | $10M | $11M | $14M | $21M | $20M | $14M | $15M | $9M | |
| Short-term Investments | $406M | $430M | $481M | $493M | $443M | $431M | $372M | $359M | $325M | $297M | $318M | $303M | $316M | $319M | $307M | $342M | |
| Receivables | $18M | $14M | $17M | $21M | $20M | $12M | $13M | $19M | $22M | $16M | $13M | $19M | $17M | $14M | $11M | $11M | |
| Inventory | · | · | · | · | $37.0K | $18.0K | $38.0K | · | $35.0K | $64.0K | $58.0K | $72.0K | $57.0K | $98.0K | $81.0K | $70.0K | |
| Prepaid Expense | $3M | $2M | $1M | $959.0K | $915.0K | $597.0K | $470.0K | $660.0K | $518.0K | $514.0K | $411.0K | $380.0K | $561.0K | $479.0K | $410.0K | $552.0K | |
| Current Assets | $464M | $472M | $518M | $539M | $486M | $459M | $403M | $394M | $361M | $326M | $348M | $345M | $357M | $349M | $337M | $368M | |
| PP&E (Net) | $6M | $5M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $10M | $10M | |
| PP&E (Gross) | · | · | · | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | |
| Accum. Depreciation | · | · | · | $11M | $11M | $11M | $11M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Total Assets | $472M | $480M | $529M | $548M | $495M | $468M | $413M | $404M | $370M | $336M | $357M | $355M | $366M | $359M | $346M | $385M | |
| Accounts Payable | $10M | $8M | $8M | $7M | $8M | $6M | $6M | $6M | $7M | $6M | $6M | $7M | $6M | $4M | $5M | $4M | |
| Accrued Liabilities | $9M | $6M | $5M | $13M | $9M | $6M | $6M | $9M | $8M | $6M | $5M | $9M | $5M | $5M | $4M | $5M | |
| Current Liabilities | $40M | $31M | $32M | $39M | $39M | $30M | $33M | $38M | $42M | $36M | $35M | $42M | $39M | $31M | $31M | $30M | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $44.0K | · | · | · | · | |
| Total Liabilities | $134M | $131M | $146M | $157M | · | · | · | $125M | · | · | · | · | · | · | · | · | |
| Common Stock | $14.0K | · | · | · | $14.0K | $14.0K | $14.0K | · | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | |
| Paid-in Capital | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $335M | $346M | $381M | $389M | $347M | $332M | $288M | $277M | $250M | $227M | $211M | $199M | $205M | $205M | $195M | $222M | |
| AOCI | $-26.0K | $-9.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $338M | $349M | $383M | $391M | $349M | $334M | $290M | $279M | $252M | $228M | $213M | $200M | $207M | $206M | $197M | $224M | |
| Liabilities + Equity | $472M | $480M | $529M | $548M | $495M | $468M | $413M | $404M | $370M | $336M | $357M | $355M | $366M | $359M | $346M | $385M | |
| Shares Outstanding | 1,377,752 | 1,377,426 | 1,805,149 | 1,805,053 | · | · | · | 1,805,053 | 1,377,026 | 1,377,026 | 1,377,026 | · | 1,377,026 | 1,377,026 | 1,377,026 | 1,377,026 |
Flujo de Efectivo 10
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35.0K | $38.0K | $60.0K | $61.0K | $64.0K | $65.0K | $67.0K | $67.0K | $67.0K | $67.0K | $66.0K | $66.0K | $68.0K | $70.0K | $75.0K | $74.0K | |
| Stock-based Comp | $43.0K | $45.0K | $36.0K | $28.0K | $23.0K | $65.0K | $24.0K | $202.0K | · | · | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | $6M | · | · | · | $-9M | · | · | · | $-14M | · | · | · | $-16M | · | |
| Operating Cash Flow | $11M | $4M | $-2M | $5M | $7M | $-569.0K | $2M | $3M | $2M | $-4M | $-1M | $7M | $7M | $-668.0K | $2M | $3M | |
| CapEx | $137.0K | $7.0K | $7.0K | $8.0K | $0 | $0 | $0 | $38.0K | $-12.0K | $18.0K | $5.0K | $0 | $12.0K | $38.0K | $36.0K | $11.0K | |
| Investing Cash Flow | $-137.0K | $-7.0K | $-7.0K | $-8.0K | $0 | $0 | $0 | $-34.0K | $12.0K | $41M | $-5.0K | $0 | $-12.0K | $-38.0K | $-7M | $370.0K | |
| Financing Cash Flow | $-42.0K | $-42.0K | $-2M | $-3M | $-41.0K | $-3M | $-41.0K | $-39.0K | $-2M | $-41M | $-5M | $-6M | $-37.0K | $-65.0K | $6M | $-37.0K | |
| Net Change in Cash | $11M | $4M | $-4M | $1M | $7M | $-3M | $2M | $3M | $-348.0K | $-4M | $-6M | $621.0K | $7M | $-771.0K | $1M | $4M | |
| Taxes Paid | $0 | $0 | $0 | $2M | $-72.0K | $52.0K | $0 | $2M | $1M | $537.0K | $1M | $718.0K | $36.0K | $52.0K | $0 | $7.0K | |
| Free Cash Flow | · | · | $-2M | · | · | · | $2M | · | · | · | $-1M | · | · | · | $2M | · |
Rentabilidad 7
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 19.5% | 13.2% | 2.4% | · | 13.8% | 5.3% | 4.2% | · | 6.2% | 3.8% | 3.9% | · | 13.1% | 10.1% | -5.8% | -16.8% | |
| Net Margin | -40.4% | -152.5% | -40.8% | · | 61.6% | 245.8% | 61.5% | · | 133.5% | 93.0% | 78.9% | · | 3.8% | 58.4% | 144.9% | -78.6% | |
| Pretax Margin | -59.3% | -206.9% | -51.7% | · | 77.9% | 337.1% | 84.1% | · | 182.0% | 124.4% | 98.4% | · | 2.2% | 82.1% | 194.5% | -107.8% | |
| EBITDA Margin | 19.5% | 13.2% | 2.8% | · | 13.8% | 5.3% | 4.6% | · | 6.2% | 3.8% | 4.3% | · | 13.1% | 10.1% | -5.2% | -16.8% | |
| ROA | -2.2% | -7.3% | -1.7% | · | 3.3% | 11.1% | 2.8% | · | 6.3% | 4.4% | 3.6% | · | 0.18% | 2.5% | 4.6% | -2.5% | |
| ROE | -3.2% | -10.1% | -2.4% | · | 4.8% | 15.9% | 4.3% | · | 10.2% | 7.1% | 6.2% | · | 0.31% | 4.3% | 7.8% | -4.1% | |
| ROIC | 1.1% | 0.63% | 0.10% | · | 0.73% | 0.21% | 0.19% | · | 0.32% | 0.21% | 0.23% | · | 2.0% | 0.56% | -0.27% | -0.68% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 11.6 | 15.4 | 16.3 | · | 12.4 | 15.1 | 12.3 | · | 8.6 | 9.0 | 10.0 | · | 9.2 | 11.2 | 10.8 | 12.2 | |
| Quick Ratio | 11.4 | 15.2 | 16.2 | · | 12.3 | 15.0 | 12.2 | · | 8.5 | 8.9 | 9.9 | · | 9.2 | 11.1 | 10.6 | 12.0 |
Eficiencia 2
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables Turnover | 1.4 | 1.8 | 1.3 | · | 1.1 | 1.3 | 1.4 | · | 0.9 | 1.1 | 1.3 | · | 1.3 | 1.5 | 1.3 | 1.2 |
Valoración (TTM) 10
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $93M | $84M | $79M | · | $77M | $70M | $68M | · | $68M | $66M | $62M | · | $59M | $52M | $48M | $49M | |
| Net Income TTM | $-39M | $16M | $62M | · | $93M | $94M | $62M | · | $52M | $38M | $41M | · | $18M | $-10M | $-13M | $12M | |
| Market Cap | $828M | $664M | $880M | · | · | · | · | · | $543M | $498M | $469M | · | $398M | $392M | $345M | $356M | |
| P/E | -21.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/S | 8.9 | 7.9 | 11.2 | · | · | · | · | · | 8.0 | 7.5 | 7.6 | · | 6.8 | 7.5 | 7.2 | 7.3 | |
| P/B | 2.5 | 1.9 | 2.3 | · | · | · | · | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 1.9 | 1.8 | 1.6 | |
| P / Tangible Book | 2.5 | 1.9 | 2.3 | · | · | · | · | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 1.9 | 1.8 | 1.6 | |
| P / Cash Flow | · | · | -453.9 | · | · | · | · | · | · | · | -403.9 | · | · | · | 143.9 | · | |
| P / FCF | · | · | -452.3 | · | · | · | · | · | · | · | -402.2 | · | · | · | 146.0 | · | |
| Earnings Yield | -4.7% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $88M | $70M | — | — | — |
| Margen Operativo % | 10.9% | 5.8% | — | — | — |
| Beneficio neto | $112M | $78M | — | — | — |
| EPS Diluido | $81.41 | $56.73 | — | — | — |
Balance general
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 13.9 | 10.3 | — | — | — |
| Ratio Rápido | 13.8 | 10.2 | — | — | — |
Flujo de Efectivo
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $13M | $-138.0K | — | — | — |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 143 declarantes · $565.3M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 23 (-13 vs trimestre anterior) | 17 (+6 vs trimestre anterior) | 40 (+6 vs trimestre anterior) | 36 (-2 vs trimestre anterior) | -9K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| RWWM, INC. | $212 998 611 | 354 295 | 37,68% | Acciones |
| VANGUARD GROUP INC | $45 886 539 | 94 161 | 8,12% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25 304 087 | 42 090 | 4,48% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $25 102 688 | 41 755 | 4,44% | Acciones |
| HighTower Advisors, LLC | $24 846 281 | 41 329 | 4,40% | Acciones |
| ADVISORY RESEARCH INC | $23 955 017 | 39 846 | 4,24% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $23 727 166 | 39 467 | 4,20% | Acciones |
| AltraVue Capital, LLC | $22 626 988 | 37 637 | 4,00% | Acciones |
| STATE STREET CORP | $21 313 989 | 35 453 | 3,77% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $17 339 636 | 28 838 | 3,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $15 733 142 | 26 170 | 2,78% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $9 072 558 | 15 091 | 1,61% | Acciones |
| Legato Capital Management LLC | $6 420 108 | 10 679 | 1,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $6 108 090 | 10 160 | 1,08% | Acciones |
| D. E. Shaw & Co., Inc. | $6 105 084 | 10 155 | 1,08% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 289 270 | 8 798 | 0,94% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4 291 294 | 7 138 | 0,76% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $4 219 151 | 7 018 | 0,75% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 855 431 | 6 413 | 0,68% | Acciones |
| Wilmington Savings Fund Society, FSB | $3 847 616 | 6 400 | 0,68% | Acciones |
| XTX Topco Ltd | $3 688 902 | 6 136 | 0,65% | Acciones |
| Rockefeller Capital Management L.P. | $3 661 247 | 6 090 | 0,65% | Acciones |
| Caprock Group, LLC | $3 352 235 | 5 576 | 0,59% | Acciones |
| Quantinno Capital Management LP | $3 155 646 | 5 249 | 0,56% | Acciones |
| Corient Private Wealth LP | $2 597 142 | 4 320 | 0,46% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 570 403 | 4 276 | 0,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 173 302 | 3 615 | 0,38% | Acciones |
| CITIGROUP INC | $1 703 171 | 2 833 | 0,30% | Acciones |
| CWA Asset Management Group, LLC | $1 598 564 | 2 659 | 0,28% | Acciones |
| Swiss National Bank | $1 576 320 | 2 622 | 0,28% | Acciones |
| Bank of New York Mellon Corp | $1 365 302 | 2 271 | 0,24% | Acciones |
| EVERETT HARRIS & CO /CA/ | $1 262 499 | 2 100 | 0,22% | Acciones |
| MARSHALL WACE, LLP | $1 222 220 | 2 033 | 0,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 139 856 | 1 896 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $1 055 077 | 1 755 | 0,19% | Acciones |
| BROWN ADVISORY INC | $961 904 | 1 600 | 0,17% | Acciones |
| Brevan Howard Capital Management LP | $960 702 | 1 598 | 0,17% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $937 255 | 1 559 | 0,17% | Acciones |
| JANE STREET GROUP, LLC | $845 874 | 1 407 | 0,15% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $823 630 | 1 370 | 0,15% | Acciones |
| Allspring Global Investments Holdings, LLC | $816 416 | 1 358 | 0,14% | Acciones |
| Point72 Asset Management, L.P. | $778 541 | 1 295 | 0,14% | Acciones |
| Headlands Technologies LLC | $768 321 | 1 278 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $729 243 | 1 213 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $699 785 | 1 164 | 0,12% | Acciones |
| FRANKLIN RESOURCES INC | $696 779 | 1 159 | 0,12% | Acciones |
| Entropy Technologies, LP | $637 261 | 1 060 | 0,11% | Acciones |
| Centiva Capital, LP | $628 244 | 1 045 | 0,11% | Acciones |
| ANGELES WEALTH MANAGEMENT, LLC | $627 642 | 1 044 | 0,11% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $627 042 | 1 300 | 0,11% | Acciones |
| BlackRock, Inc. | $601 791 | 1 001 | 0,11% | Acciones |
| Engineers Gate Manager LP | $582 553 | 969 | 0,10% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $581 952 | 968 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $581 351 | 967 | 0,10% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $571 091 | 1 184 | 0,10% | Acciones |
| Capital Advantage, Inc. | $569 327 | 947 | 0,10% | Acciones |
| Balyasny Asset Management L.P. | $505 000 | 840 | 0,09% | Acciones |
| SHAYNE & JACOBS, LLC | $498 387 | 829 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $477 345 | 794 | 0,08% | Acciones |
| Gotham Asset Management, LLC | $473 738 | 788 | 0,08% | Acciones |
| Cubist Systematic Strategies, LLC | $465 518 | 1 001 | 0,08% | Acciones |
| AMERIPRISE FINANCIAL INC | $431 053 | 717 | 0,08% | Acciones |
| Mraz, Amerine & Associates, Inc. | $414 220 | 689 | 0,07% | Acciones |
| Aquatic Capital Management LLC | $400 393 | 666 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $385 964 | 642 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $373 940 | 622 | 0,07% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $367 928 | 612 | 0,07% | Acciones |
| JPMORGAN CHASE & CO | $332 170 | 560 | 0,06% | Acciones |
| Jain Global LLC | $331 256 | 551 | 0,06% | Acciones |
| Invesco Ltd. | $321 637 | 535 | 0,06% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $303 000 | 504 | 0,05% | Acciones |
| JANUS HENDERSON GROUP PLC | $289 062 | 600 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $253 702 | 422 | 0,04% | Acciones |
| Schonfeld Strategic Advisors LLC | $248 891 | 414 | 0,04% | Acciones |
| Cross Staff Investments Inc | $240 476 | 400 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $235 065 | 391 | 0,04% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $217 030 | 361 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $209 214 | 348 | 0,04% | Acciones |
| FMR LLC | $206 809 | 344 | 0,04% | Acciones |
| EQUITABLE TRUST CO | $200 196 | 333 | 0,04% | Acciones |
| Vanguard Investments Australia, Ltd. | $182 762 | 304 | 0,03% | Acciones |
| KLP KAPITALFORVALTNING AS | $180 357 | 300 | 0,03% | Acciones |
| AlphaQuest LLC | $134 988 | 277 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $127 452 | 212 | 0,02% | Acciones |
| Nuveen, LLC | $124 446 | 207 | 0,02% | Acciones |
| BARCLAYS PLC | $110 018 | 183 | 0,02% | Acciones |
| Tower Research Capital LLC (TRC) | $93 786 | 156 | 0,02% | Acciones |
| Legal & General Group Plc | $78 756 | 131 | 0,01% | Acciones |
| CWM, LLC | $76 210 | 158 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $73 946 | 123 | 0,01% | Acciones |
| Parallel Advisors, LLC | $63 726 | 106 | 0,01% | Acciones |
| AE Wealth Management LLC | $62 524 | 104 | 0,01% | Acciones |
| Russell Investments Group, Ltd. | $61 321 | 102 | 0,01% | Acciones |
| Quantbot Technologies LP | $57 714 | 96 | 0,01% | Acciones |
| FEDERATED HERMES, INC. | $50 500 | 84 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $36 190 | 63 | 0,01% | Acciones |
| UBS Group AG | $36 071 | 60 | 0,01% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $30 060 | 50 | 0,01% | Acciones |
| MORGAN STANLEY | $29 458 | 49 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $25 000 | 41 | 0,00% | Acciones |
Informantes de la empresa 3 insiders · 1 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Gerald L Salzman | Chief Executive Officer | 22 de diciembre de 2020 S | 0 | 0 | 0 | $0 |
| Charles T Munger | Consejero | 16 de junio de 2022 J | 46 280 | 0 | 0 | $0 |
| GUERIN JOHN PATRICK ET AL | Consejero | 3 de enero de 2020 S | 123 513 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Peter D. Kaufman ×2 presentaciones | 10 de marzo de 2026 | 4,30% | Enmienda | — | SEC |
| Peter D. Kaufman (Trustee) (2) | 18 de diciembre de 2020 | — | Presentación inicial | Inversión pasiva | SEC |
| John Patrick Guerin ×3 presentaciones | 20 de diciembre de 2019 | — | Presentación inicial | — | SEC |
| John P. Guerin ×3 presentaciones | 23 de julio de 2013 | — | Presentación inicial | — | SEC |
| Charles T. Munger ×2 presentaciones | 7 de enero de 2013 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 39 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PSC · Principal Exchange-Traded Funds | 0,24% | 9 261 NS | 30 de junio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,07% | 16 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 3 378 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,06% | 2 638 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 3 767 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 467 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 575 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 4 584 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 58 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,01% | 3 993 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 4 405 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 46 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 52 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 56 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 231 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 3 173 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 51 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 137 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 1 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 345 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 387 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 480 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 85 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 1 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| SMMV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 4 de agosto de 2026 | Diario |